Civic Intelligence

Johnson Machinery Co Benefit Trust

990EZ • Fiscal year 2014 • EIN 95-3442230

Nov 01, 2013 to Oct 31, 2014 • Filed on May 27, 2015

Organization ProfileN/A
PO Box 351Riverside, CA 92502

(951) 686-4560

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

100th percentile

9003.00x

Higher debt load relative to assets than 100% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

74th percentile

0.05x

Higher debt load relative to revenue than 74% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

54th percentile

3.0%

Higher net margin than 54% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

71st percentile

$0

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

52nd percentile

0.0%

Faster asset growth than 52% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

78th percentile

16%

Faster revenue growth than 78% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets100th percentile

Assets

Flat

$1

Flat from 2013

Net Assets

Up

-$9,003

Up $5,881 (+40%) from 2013

Liabilities

Down

$9,003

Down $5,881 (-40%) from 2013

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin54th percentile

Revenue

Up

$193,512

Up $26,952 (+16%) from 2013

Expenses

Up

$187,631

Up $18,163 (+11%) from 2013

Net Income

Up

$5,881

Up $8,789 (+302%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20K$10K$0-$10K-$20KAssets 2011: $0Liabilities 2011: $9,419Net Assets 2011: -$9,4192011Assets 2012: $0Liabilities 2012: $11,976Net Assets 2012: -$11,9762012Assets 2013: $1Liabilities 2013: $14,884Net Assets 2013: -$14,8842013Assets 2014: $1Liabilities 2014: $9,003Net Assets 2014: -$9,0032014Assets 2015: $1Liabilities 2015: $14,088Net Assets 2015: -$14,0882015Assets 2016: $0Liabilities 2016: $10,164Net Assets 2016: -$10,1642016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$1
Liabilities$9,003
Net Assets-$9,003
Open 2014 Filing

Operations Trend

Revenue Growth78th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2011: $166,640Expenses 2011: $163,548Net Income 2011: $3,0922011Revenue 2012: $159,346Expenses 2012: $161,903Net Income 2012: -$2,5572012Revenue 2013: $166,560Expenses 2013: $169,468Net Income 2013: -$2,9082013Revenue 2014: $193,512Expenses 2014: $187,631Net Income 2014: $5,8812014Revenue 2015: $185,191Expenses 2015: $190,276Net Income 2015: -$5,0852015Revenue 2016: $117,080Expenses 2016: $113,156Net Income 2016: $3,9242016Revenue 2017: $100,426Expenses 2017: $90,262Net Income 2017: $10,1642017

Highlighted filing

2014

Revenue$193,512
Expenses$187,631
Net Income$5,881
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
May 27, 2015
Return Version
2013v4.0
Gross Receipts
$193,512
Mission and Program Overview

Mission

Payment of dental claims for beneficiaries

Program Services

DescriptionGrantsExpenses
BENEFITS TO BENEFICIARIES-DENTAL CLAIMS--
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WR JOHNSONCEO-$0--
KEVIN KELLYCFO-$0--
Filing and Contact Details

Filer

EIN
95-3442230
Phone
9516864560

Signing Officer

Name
Kevin Kelly
Title
CFO
Phone
9516864560
Signed
2015-05-27
Discuss with paid preparer
Yes

Preparer

Preparer
Robert M Bessee
Phone
9516847781
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses administrative costs 16,950 total 16,950”

Form 990-ez, Part II, Line 26

“Estimated dental claims payable 14,884 9,003”

Raw XML Appendix90 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0WR JOHNSON
CompensationExplanation/CompensationExplanationGrp/PersonNm1KEVIN KELLY
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0170681
IRS990EZ/BooksInCareOfDetail/PersonNm0KEVIN KELLY
IRS990EZ/BooksInCareOfDetail/PhoneNum09516864560
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 351
IRS990EZ/BooksInCareOfDetail/USAddress/City0RIVERSIDE
IRS990EZ/BooksInCareOfDetail/USAddress/State0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode092502
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0193512
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05881
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt0193512
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-14884
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-9003
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-14884
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-9003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WR JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KEVIN KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CEO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CFO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt016950
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PAYMENT OF DENTAL CLAIMS FOR BENEFICIARIES
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0BENEFITS TO BENEFICIARIES-DENTAL CLAIMS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt014884
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt09003
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0187631
IRS990EZ/TotalRevenueAmt0193512
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADMINISTRATIVE COSTS 16,950 TOTAL 16,950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ESTIMATED DENTAL CLAIMS PAYABLE 14,884 9,003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum09516864560
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10JOHNSON MACHINERY CO
ReturnHeader/Filer/BusinessName/BusinessNameLine20BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0953442230
ReturnHeader/Filer/PhoneNum09516864560
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 351
ReturnHeader/Filer/USAddress/City0RIVERSIDE
ReturnHeader/Filer/USAddress/State0CA
ReturnHeader/Filer/USAddress/ZIPCode092502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330252865
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ROORDA PIQUET & BESSEE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine105995 BROCKTON AVENUE/2ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0RIVERSIDE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode092506
ReturnHeader/PreparerPersonGrp/PhoneNum09516847781
ReturnHeader/PreparerPersonGrp/PreparationDt02015-06-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M BESSEE
ReturnHeader/ReturnTs02015-06-09T18:06:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1
Liabilities
$9,003
Net assets
-$9,003
Revenue
$193,512
Expenses
$187,631
Net income
$5,881
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$1.00$0.90$0.10
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.10$0.10$1.17$1.13$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.14$0.14$1.85$1.90$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.09$0.09$1.94$1.88$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.15$0.15$1.67$1.69$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.12$0.12$1.59$1.62$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.09$0.09$1.67$1.64$0.03